EWM

Edge Wealth Management Portfolio holdings

AUM $565M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$2.85M
3
+$2.3M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.31M
5
PYPL icon
PayPal
PYPL
+$1.2M

Top Sells

1
+$8.45M
2
+$3.36M
3
+$2.15M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.81M

Sector Composition

1 Technology 16.93%
2 Financials 11.9%
3 Communication Services 11.1%
4 Healthcare 10.62%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
70
277
$12K ﹤0.01%
1,868
278
$12K ﹤0.01%
120
279
$12K ﹤0.01%
2,000
280
$12K ﹤0.01%
250
281
$12K ﹤0.01%
150
282
$11K ﹤0.01%
73
283
$11K ﹤0.01%
140
284
$11K ﹤0.01%
180
285
$10K ﹤0.01%
15
286
$10K ﹤0.01%
30
287
$10K ﹤0.01%
36
288
$10K ﹤0.01%
150
289
$10K ﹤0.01%
122
+1
290
$9K ﹤0.01%
100
291
$9K ﹤0.01%
40
292
$9K ﹤0.01%
+20
293
$9K ﹤0.01%
62
294
$8K ﹤0.01%
250
-300
295
$8K ﹤0.01%
121
296
$8K ﹤0.01%
52
297
$8K ﹤0.01%
168
298
$8K ﹤0.01%
1,500
299
$7K ﹤0.01%
8
300
$7K ﹤0.01%
274
10 11
12
13 14